Wealth Rabbit

Fee-Only (% of Portfolio)Fixed/Hourly

Prajana Ventures, operating as Wealth Rabbit, provides investment advisory and portfolio management services through its mobile app to individual users. Users can discover and invest in proprietary investment strategies managed by Prajana. The app gathers user information to create a profile and determine risk tolerance, which users can update. Prajana does not provide financial planning, tax, or legal advice. Customer support is available for telephone consultation.

Assets Under Management$23K
Clients16
Advisors2
Avg. per Client$1.4K
Avg. per Advisor$12K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.50%
$250K - $500K0.40%
$500K - $750K0.30%
$750K - $1000K0.25%
$1M+0.20%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm